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the leaderboard drops off even bigger than what whoa make no mistake About It nvidia's Strike last night is opening some distance between it and the rest of the field ah the numbers are staggering for a company just a few have even heard of say recently as two years ago when its market cap was just 500 billion Nidia booked 35 billion in revenues last quarter with a net income of 20 billion 75% gross margin those numbers are preposterously great preposterously just a spectacular ramp Jim Kramer discusses nvidia's dominant position in the market comparing its performance to a perfect strike in bowling with a market cap of $3.5 trillion Nvidia has outpaced Apple and Microsoft proving its Financial growth and strong result Kramer attributes nvidia's success to its focus on accelerated Computing and AI led by CEO Jensen hang with the company's chips transforming Industries and enabling new technologies Kramer highlights nvidia's role in revolutionizing sectors like power production data centers and AI comparing its Innovations to the iPhone despite supply chain challenges Nvidia continues to exceed expectations and its customers are seeing substantial Returns on their investment Kramer concludes that nvidia's growth is just beginning and the company is set to lead in Ai and Computing advancement there's a reason the reason I have this button on my soundboard it's the sound of a strike of a ball hitting the head pin sending the rest the pins flying oh it's a beautiful sound it always surprises and it always Delights last night Nvidia bowled a strike and today stocks of all kinds kened and skitted and vibrated and rocked in a Symphony Of Glorious sound the 10 the average is Sor with the Dow jumping P 62 points ASB gning 53% and the NASDAQ advancing .3% nidia's been duking out with apple Microsoft and the lanes fighting over who gets to be the largest company on Earth right now it's head-to-head with apple 3.5 trillion for NVIDIA versus 3.45 trillion Apple yes that's right nosing out apple is the chimp Microsoft has suddenly fallen way behind in the agentic world I call an agent answers it knows my name and because it recognizes my number it calls up my record and asks me if I wanted to speak to the doctor I saw earlier in the week I would say yes and then it would ask me for a detailed message which would be given to the doctor if you could answer the question by itself though because it has all the information you need to handle fre ask questions that's agentx conversational non-existent agent all powered by Nvidia you get a human I say I don't want the human I want the agent so Salesforce goes flying along with Accenture and service now some companies uh some goes for companies that aided the process Cadence new tantics oh but let me you a little downside cuz it's kind of amusing on a huge update Microsoft stocks down $1.79 met is down $243 Amazon Falls $44.50 and Tesla loses $2.39 why because these these are nvidia's biggest customers for almost a year we've been hearing the Canard that the spendal Nvidia chips couldn't last that the they couldn't continue demand can't continue to over Supply but those are a pack of Lies the demand is accelerating because the payoff is so great according to Jensen for every dollar their customers put in they're making five smackers that means they have no choice but to buy Aid chips because they need to be relevant in Jensen's world or else so forget about the idea that Nvidia talk is all about to hit a wall me I think the strikes we saw rolled last night are just the early frame we may be witnessing nothing short of a turkey a hambone a brat or even a six Badger that's right a three four five or even six strikes lot of frames a lot of game here's the bottom line I never thought I'd say this but I too am out of super what's happening in video is so positive that it defies description our minds can't comprehend it fortunately we don't have to jent it has the technology and the smarts to do it for us ARA is the um Bank of America security senior semiconductors analyst what say you sir what do you think what do you think of last night's numbers yeah uh good morning uh I think that uh you know before we look at last night's numbers let's look at what they actually um reported and the track record that they have set so this is not a small company this is one of the largest in fact the largest company and it just put up a quarter where sales grew 94% and earnings grew over 100% And they're guiding to a quarter where sales yes they're slowing down but slowing down to a rate of over 70% and when I look at what they are able to accomplish next year we think they can grow over 50% and I was just looking at the other um you know so-called Max 7 Nvidia will probably grow four or five times that growth rate um next year and it's trading at less than one times earnings growth whereas uh the average of those companies is trading at over two times earnings growth so we think the numbers are are exceptionally uh strong but uh you right that uh they were not able to uh come close to the so-called whisper expectations I think part of it is they're just at the start of ramping their new Blackwell uh product uh Supply is just starting uh to get going but if I look at the usual range of Beats they have versus their guidance I think that'll probably get us pretty close to where people were expecting the numbers to come in so I'm not worried I think this is just quarterly noise and this is to be expected in The Growing Pains of whenever they launching a new product the key is what do you think the disappointment is here then sorry can you say that again I said what do you think the disappointment is here I mean there was I the disappointment is that yeah the supply chain um you know is scrutinized very closely uh it's followed by a lot of uh people and every time the company uh reports uh expectations continue to uh build up naturally for the size and what the stock has uh done uh but there are always constraints uh when it comes to uh not just getting the supply but actually building the products getting them uh to customers and and what we have seen from Nvidia over the last 2 years is that uh they are able to beat their own guidance by2 to $25 billion dollar consistently you know last time they gued 325 billion and they reported 35 billion so that's why I'm not surprised to see uh them not exactly come to the high end of where the whisper expectations are but if I look at the usual range of Beats they have we will come pretty close I think once they actually uh report the quarter so I think this is more a case of you know expectations in a transitions quarter uh it's not to do with the long-term fundamentals of the company now a year ago so many critics were claiming Invidia was absurdly expensive trading it 50 times forward earnings people laughed at me for championing the seemingly overvalued semiconductor stock well when we see the actual numbers it turns out that a year ago nid was really only trading at 20 times forward earnings that's how incredible these RS these results were in retrospect it was cheap cheap cheap that's what happens when a company outruns the estimates and as I've told you repeatedly Nvidia been outrunning the estimates for a decade super expensive nah perfectly reasonable that's the stock that is NVIDIA it's why I've loved it for so long how do they do it oh Nvidia is rolling not one but two balls down the lane one being accelerated Computing and the other being artificial intelligence it's all happening because CEO Jens Wong and his team may be the best Bowlers of all time figury speaking of course this morning on Salk in the street My Fabulous part of car Carl Kia started off the show by asking me what I thought about nvidia's quarter at the time the stock was down a buck or two and I was muted I was clinical I wanted to Hype a stock I've Champion to the point of ridicule but then I sat back and I paused for a moment not my strong suit and I said that frankly I've never seen anything like what's happening at Nvidia never just never and even though the stock was down despite 19 firms raising their price Targets this morning I said this stock simply not capturing the seismic shift that's happening here you see Nvidia is disrupting everything we know about business they're only so many superlist when it comes to the demand for their technology we've heard it called insane we've heard it called enormous last night the operative Bo was staggering I think even Jensen's struggling for analogies at this point like when he was talking about how one use one use for the latest and greatest chip Blackwell is open AI which he said is something completely new like the iPhone the iphony compared it to we think the iPhone is just once in a lifetime invention but when you go through the Nvidia call you realize that the iPhone may be smaller by comparison to small in the end that was just a single device no matter how revolutionary Nvidia chips they're remaking the world as we know it there's a trillion dollars with the computing power that needs to be replaced by Nvidia there's trillions of dollars in factories that need to be built with the Nvidia Omniverse there's trillions that can be saved in legal work forecasting Supply Chain management engineering and most of all coding where you can just speak to the machine and tell it what to do in plain English rather than a programming language trillions to be made in humanoids and Elon mus plan to give everybody a humanlike robot to do the Dirty Work the Drone stuff it's positively Shakespearean I've been thinking maybe it's Jensen's world and all the men and women are merely players or going back to the more prosaic bowling analogy this quarter was so earthshaking that it caused whole sectors to fly in different directions first the positive Jensen made it clear that we don't have enough power now to handle all the demand from these machines so that causes power producers like Constellation Energy and vistra to fly it bolsters the case for the data center Place meaning ver do and Eden the picks and shovels of the data center they can sore Jenson dropped that there are some memory shortages perhaps related to high bandwidth chips oh that's Micron symbol mu been waiting for that toar Optical product which is backbone Plumbing oh that's Marvel Tech anthol connector company gets a shout out so it stock jumps these are all classic pin action and then I want you to write this down because it's something that you're going to be hearing over and over again I want you to be ready it's called agentic a G ntic new word agentic for a whole new form of computing where you have agents in your organization powered by Nvidia with say Salesforce among others getting a big shout out Mark Benny of CEO of Salesforce has been talking about this agent force a product capable of creating billions of Agents agentic what does it mean let me give you an example today I wanted to speak to a doctor about the results of test I took Monday I called and I got the usual automated recorded idiot who knows nothing about me with four different choices which I needed to have repeated cuz they went so fast then I pressed two in order to speak to someone who might be remotely related to the person I wanted to speak but they weren't so then I got back in the que and all I pressed three there I got to a human but it was the wrong woman who transferred me to the right person who wrote my number down but didn't get my name and I never got a call back anyway Jim Kramer highlights nvidia's remarkable growth and dominance in the tech industry surpassing companies like apple and Microsoft with its focus on AI and accelerated Computing under CEO Jensen hang Nvidia is reshaping multiple sectors and opening up new business opportunities that could have a significant economic impact despite some supply chain issues Nvidia continues to exceed expectations positioning itself for even greater success Kramer believes nvidia's Innovations are just beginning and the company is poised to remain a leader in Tech especially with AI advancements he sees Nvidia as a key player in transforming Industries making it a top investment opportunity how do you think nvidia's Innovations will affect the future of AI and business do you think Nvidia can maintain its Edge over competitors like apple and Microsoft
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